For Annual Fund Managers

Lapsed donors don't have to stay lapsed. Grace catches them in time.

Gratefully is donor intelligence software that flags lapsing annual fund donors while there is still time. Grace, the AI development associate inside Gratefully, drafts the outreach. Grace watches your file every day for the early signals of disengagement and surfaces the re-engagement openings worth working - with a draft appeal already in your inbox.

What keeps you up at night

You didn't take this job to push paper.

Lapsed donors slip silently

By the time the lapsed report runs, the relationship is already cold. You're playing catch-up instead of catching them in time.

Segmentation lives in a spreadsheet

Pulling "mid-level donors who gave to literacy in the last 18 months" takes a half-day in the CRM. So you don't do it.

Appeals feel generic

You know personalization works. You also know there aren't enough hours to personalize 4,000 appeals.

What Grace does for you

Less reporting, more relationships.

Grace is an AI teammate, not another dashboard. It works the parts of your job you'd hand off if you had the headcount.

Re-engagement signals, daily

Grace reads engagement patterns - email opens, event attendance, giving rhythm - and flags donors cooling before they lapse. Not after.

Segmentation in plain English

Ask Grace: "who gave $250+ last year, opened our last 3 emails, and didn't renew?" Get the list in seconds - no CRM gymnastics.

Personalized appeals at scale

Grace drafts appeals that reference each donor's actual giving history and program interest - personalized in tone, not just merge fields.

Stewardship that earns the next gift

Thank-yous, impact updates, and check-ins drafted with the context that makes donors feel seen - the kind of touch that lifts retention.

"We re-engaged 14% of our lapsed mid-level donors last quarter. The appeals didn't feel like mass mail because they weren't."

Annual Fund Manager, arts nonprofit

What runs while you are working on something else

Every donor is auto-classified into a living segment: Champions, Loyal, New, At-Risk, Lapsed, Lost and more. Segments refresh nightly and after every import, and each transition comes with a plain-English explanation of why a donor moved.

Predictive donor scoring runs nightly and is explainable rather than a bare number. The Action Center surfaces lapse risk, stewardship moments and hidden revenue each night, and the morning digest puts the shortlist in your inbox before you open your laptop.

Get Started

See what Grace can do in your seat.

A 30-minute walkthrough, tuned to your role and your CRM.

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